Open Task Batch Editor from the Tools, Clinical Setup menu
Add a task batch with a name GP2GP
Add a task with the description Send Notes (GP2GP) and code GP2GP
Turn this task into a recall by entering 0 into the Days between reminder and due date
On Receiving a request to transfer notes
On Receiving a request to transfer notes
Click on “New Task” (in Appointment Screen or Patient’s Detail screen.
Select GP2GP from the template list on the left
Check the details – confirm who the task is assigned to – then click “OK”
Completing the Task
The task will appear on Task Lists for the user (Appointment book and Task Manager as well as within the patient’s details screen. After exporting a patient record, complete the task